About

DASH is the first advice technology company to focus on solving problems across the end-to-end advice process.

  • Streamline your practice while maintaining focus on your client’s experience
  • Pick and choose from Dash modules and integrated, best of breed partners to build your own software package
  • Cashflow modelling optimisation which slashes time to generate SoAs, demonstrates the value of advice and engages your client
  • Show and track how clients will reach their goals
  • Never re-key client data by utilising a platform that is fully integrated into your advice software package
  • Manage and adjust your client’s portfolios at scale by a specialist, next generation managed account platform

I am a ...

Financial adviser

We offer a broad range of software and platform solutions centered around critical business issues faced by financial planning practices of all shapes and sizes.

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Licensee

Partner with a truly flexible tech provider offering both software and platform solutions. Tailor and futureproof your business with access to best of breed partners of your choice and let us manage this all for you.

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Stockbroker

Enhance your client engagement and portfolio management with our integrated software and platform capabilities that can be lifted and shifted to your environment and work to your infrastructure.

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Fund Manager

Utilise our next generation integrated software solutions to offer an enhanced client experience and bring your products direct to your clients.

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Industry Fund

I am an industry fund. Power your advice network and digital advice efforts with cutting edge goals-based modelling tools and next gen digital advice.

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Our capabilities

Use our end-to-end software and platform solutions or parts of our technology toolkit to compliment your existing workflow or overcome particular problem. Seamlessly work from client engagement to a strategy optimisation, digital SOA, through to execution in a single workflow straight through to platform.

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Software solutions

Next generation financial software for 2022 and beyond.

CRM

Utilise online fact finds, design your own workflows, manage FDS integrations, client segments with all client information in the one place.

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Marketplace

Access integrations to 3rd party applications of your choice to build your own package.

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Archer

Paraplanning strength with goals-based modelling which engages clients and cuts SOA production in half.

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DynamicDocs

Deliver engaging digital SOA presentations in-person and offer scalable advice on a 'one to many basis' with enhanced compliance features. All of this is inclusive of an AI driven avatar who can steer the client through the SOA in their own time and pace.

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Quest

Manage on and off platform assets with deep portfolio reporting and product selection capabilities.

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Staple

Professional advice templates and document management.

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Binder

Document generation technology tailored to your specific design needs.

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Canvas

Easily and efficiently build beautiful websites and portals.

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Highlighter

Convert advice calculators and tools into powerful web applications.

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Platform solutions

Delivering increased efficiencies, lower cost of advice and flexible portfolio management, MDAs, managed accounts, and a transparent low-cost superannuation product.

Wealth Simplifier

Manage clients’ non super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.

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Super Simplifier

Manage clients’ super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.

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Managed Accounts

Build your own or follow specialist managed account fund managers with market leading bulk ROA capabilities. Unparalleled speed to market and flexibility with minimal impact to your back office and client costs.

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Managed Discretionary Accounts

Utilise your own or our MDA license to offer discretionary portfolios to your client base. Bulk rebalancing and tailored, one to one rebalancing capabilities available.

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Client reporting

Offer your MDA or managed account clients holistic portfolio reporting on an online portal which can consume scheduled reports from the adviser desktop for maximum efficiency.

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iPhone and Android native client app

Offer your clients a clean and nimble portfolio reporting experience via our native Android or Iphone application.

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Portfolio Modelling

Taylor your client portfolios to allow for specific portfolio preferences at an account level while maintaining the efficiency of bulk rebalancing.

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Dashboard+

Allow your clients to track their holistic portfolio inclusive of cash, debt, property, on and off platform assets and track progress against their lifestyle goals. Say goodbye to benchmarks forever.

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Hear from our clients

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